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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,673 | $106,974+42.7% | $90,796+68.1% | $138,895+9.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.5%+30.5pp | 79.9%+20.1pp |
| Annual return | 14.71% | 20.10%-5.4pp | 19.29%-4.6pp | 145.39%-130.7pp |
| Employer contribution / active EE | $4,272 | $2,609+63.8% | $2,294+86.3% | $4,194+1.9% |
| Participant deferral / active EE | $7,000 | $4,455+57.1% | $3,822+83.2% | $6,396+9.4% |
| Admin fee / account holder | $7,086 | $8,626-17.9% | $7,024+0.9% | $12,562-43.6% |